401(k) · DOL Form 5500 · 2024

Hb Intermountain Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
274
Participants Below avg headcount
67th
Percentile by assets National rank
$62,110
Avg per participant Low balance/head
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Official DOL plan name: Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Hb Intermountain Holdings, LLC · Utah · Retail Trade

$17M in assets, 274 participants

Hb Intermountain Holdings, LLC's Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan reported $17M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,258 in Retail Trade (8,048 peers)

Coverage in Utah

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan covers 274 participants in Utah, about 46% of the average Utah filer (state average ~592 per filing). Assets: $17M.

#6,258
in Retail Trade (8,048 peers)
+19.3%
assets growth YoY

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,018,216 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 256 in the plan year 2023 filing to 274 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 422402549 · Hb Intermountain Holdings, LLC PY 2024 · 401(k)

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan · $17M · 274 · 67th

  • PHOTO $17M
  • IND 274
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Oddball 401(k) Plan
  • PCT ind #6258

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Utah →

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Hb Intermountain Holdings, LLC 401(k) Profit Sharing PlanHb Intermountain Holdings, L…$17MOddball 401(k) Plan$17MGastroenterology Consultants and Nevada Endoscopy Management 401(k) Profit Sharing PlanGastroenterology Consultants…$17MStackline 401(k) Plan$17MFuture Technologies, Inc. 401(k) Retirement Savings PlanFuture Technologies, Inc. 40…$17M
End-of-year total assets ($M) among Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN422402549
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hb Intermountain Holdings, LLC)

Sponsor-wide plan assets over time

All Hb Intermountain Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 54.19135957669944% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $17M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 229 $11M
2023 1 256 $14M
2024 1 274 $17M

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.017018216 · Participants: 274Hb Intermountain Holdings, LLC 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Oddball 401(k) Plan in VA ($17M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan grew sharply - up 19.3% during 2024, from $14M to $17M. Reported net income was $3M.
How have Hb Intermountain Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hb Intermountain Holdings, LLC's sponsor-wide assets grew 54.2%, from $11M to $17M.
Which 401(k) plans are similar in size to Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oddball 401(k) Plan in VA ($17M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 422402549.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.